Q1 2025 |
125 |
$522M |
+$10.1M |
-$20.5M |
-$10.3M |
DHR, NVDA, AAPL, BRKB, QQQM
|
13F-HR |
4/10/2025, 04:54 PM |
Q4 2024 |
135 |
$558M |
+$13.8M |
-$16.9M |
-$3.16M |
NVDA, DHR, AAPL, BRKB, AMZN
|
13F-HR |
1/15/2025, 11:38 AM |
Q3 2024 |
140 |
$554M |
+$12.3M |
-$7.51M |
+$4.81M |
DHR, NVDA, AAPL, BRKB, SPY
|
13F-HR |
10/30/2024, 12:48 PM |
Q2 2024 |
140 |
$488M |
+$66.7M |
-$3.66M |
+$63.1M |
DHR, NVDA, BRKB, SPY, MSFT
|
13F-HR |
7/29/2024, 04:13 PM |
Q1 2024 |
134 |
$473M |
+$13.7M |
-$16.6M |
-$2.91M |
DHR, AAPL, BRKB, NVDA, SPY
|
13F-HR |
4/22/2024, 12:37 PM |
Q4 2023 |
138 |
$425M |
+$15.9M |
-$17M |
-$1.13M |
DHR, AAPL, BRKB, SPY, MSFT
|
13F-HR |
1/10/2024, 08:19 AM |
Q3 2023 |
128 |
$390M |
+$6.8M |
-$1.58B |
-$1.58B |
DHR, AAPL, BRKB, SPY, MSFT
|
13F-HR |
10/20/2023, 04:07 PM |
Q2 2023 |
136 |
$397M |
+$5.77M |
-$11.1M |
-$5.35M |
DHR, AAPL, BRKB, SPY, MSFT
|
13F-HR |
7/19/2023, 05:27 PM |
Q1 2023 |
128 |
$371M |
+$5.45M |
-$20.5M |
-$15M |
DHR, AAPL, BRKB, SPY, MSFT
|
13F-HR |
4/24/2023, 01:13 PM |
Q4 2022 |
128 |
$366M |
+$4.58M |
-$14.5M |
-$9.89M |
DHR, BRKB, AAPL, SPY, MSFT
|
13F-HR |
1/17/2023, 03:41 PM |
Q3 2022 |
125 |
$363M |
+$25.9M |
-$9.36M |
+$16.6M |
DHR, AAPL, BRKB, SPY, AMZN
|
13F-HR |
10/21/2022, 11:50 AM |
Q2 2022 |
123 |
$378M |
+$39.3M |
-$20.4M |
+$18.8M |
DHR, AAPL, BRKB, SPY, MSFT
|
13F-HR |
7/18/2022, 10:48 AM |
Q1 2022 |
135 |
$468M |
+$25.6M |
-$53M |
-$27.4M |
DHR, AAPL, BRKB, SPY, AMZN
|
13F-HR |
5/3/2022, 02:47 PM |
Q4 2021 |
142 |
$521M |
+$9.64M |
-$11.7M |
-$2.07M |
DHR, AAPL, BRKB, SPY, AMZN
|
13F-HR |
1/24/2022, 03:38 PM |
Q3 2021 |
132 |
$490M |
+$13.2M |
-$29M |
-$15.8M |
DHR, AAPL, BRKB, AMZN, SPY
|
13F-HR |
10/8/2021, 12:29 PM |
Q2 2021 |
139 |
$483M |
+$19.9M |
-$5.58M |
+$14.3M |
DHR, AAPL, BRKB, AMZN, SPY
|
13F-HR |
7/27/2021, 01:29 PM |
Q1 2021 |
137 |
$422M |
+$12.6M |
-$16.4M |
-$3.76M |
DHR, AAPL, BRKB, AMZN, SPY
|
13F-HR |
4/22/2021, 12:05 PM |
Q4 2020 |
141 |
$425M |
+$19.6M |
-$8.33M |
+$11.3M |
DHR, AAPL, BRKB, AMZN, SPY
|
13F-HR |
1/20/2021, 04:07 PM |
Q3 2020 |
133 |
$385M |
+$65.3M |
-$6.19M |
+$59.1M |
DHR, AAPL, AMZN, BRKB, SPY
|
13F-HR |
10/13/2020, 01:44 PM |
Q2 2020 |
111 |
$302M |
+$34.8M |
-$9.22M |
+$25.6M |
DHR, AAPL, BRKB, AMZN, SPY
|
13F-HR |
7/28/2020, 11:57 AM |
Q1 2020 |
106 |
$250M |
+$3.81M |
-$8.7M |
-$4.89M |
DHR, BRKB, AAPL, AMZN, SPY
|
13F-HR |
4/14/2020, 03:43 PM |
Q4 2019 |
122 |
$319M |
+$41.7M |
-$11.6M |
+$30.1M |
DHR, BRKB, VYM, AAPL, SPY
|
13F-HR |
1/9/2020, 04:42 PM |
Q3 2019 |
117 |
$240M |
+$19.4M |
-$3.81M |
+$15.6M |
BRKB, VYM, SPY, AMZN, BRKA
|
13F-HR |
11/4/2019, 03:58 PM |
Q2 2019 |
113 |
$281M |
+$5.06M |
-$17.6M |
-$12.5M |
DHR, BRKB, VYM, SPY, AMZN
|
13F-HR |
7/29/2019, 04:51 PM |
Q1 2019 |
109 |
$278M |
+$12.1M |
-$17M |
-$4.88M |
DHR, BRKB, VYM, SPY, BRKA
|
13F-HR |
5/7/2019, 01:04 PM |
Q4 2018 |
100 |
$240M |
+$5.97M |
-$16.7M |
-$10.7M |
DHR, BRKB, BRKA, VYM, AMGN
|
13F-HR |
2/6/2019, 03:08 PM |
Q3 2018 |
118 |
$287M |
+$13.5M |
-$7.14M |
+$6.32M |
DHR, BRKB, VYM, BRKA, AAPL
|
13F-HR |
10/22/2018, 04:05 PM |
Q2 2018 |
109 |
$262M |
+$10.2M |
-$5.99M |
+$4.18M |
DHR, BRKB, VYM, BRKA, SPY
|
13F-HR |
8/13/2018, 03:44 PM |
Q1 2018 |
111 |
$251M |
+$18.1M |
-$16.7M |
+$1.4M |
DHR, BRKB, VYM, BRKA, SPY
|
13F-HR |
4/20/2018, 07:58 PM |
Q4 2017 |
84 |
$215M |
|
|
|
DHR, BRKB, VYM, BRKA, AMGN
|
New Holdings |
3/5/2019, 07:13 PM |
Q4 2017 |
102 |
$229M |
+$42.9M |
-$141M |
-$97.6M |
DHR, BRKB, VYM, BRKA, AMGN
|
13F-HR |
1/26/2018, 12:43 PM |
Q2 2017 |
90 |
$221M |
+$21.8M |
-$7.68M |
+$14.1M |
DHR, BRKB, BRKA, SPY, AMGN
|
13F-HR |
7/26/2017, 06:11 PM |
Q1 2017 |
87 |
$206M |
+$33.4M |
-$3.31M |
+$30.1M |
DHR, BRKB, BRKA, AAPL, AMGN
|
13F-HR |
5/9/2017, 06:59 PM |
Q4 2016 |
93 |
$188M |
|
|
|
BRKB, DHR, BRKA, SPY, UTX
|
13F-HR |
1/23/2017, 11:01 AM |
Q3 2014 |
35 |
$65.8M |
|
|
|
FTV, UTX, GOOG, T, VZ
|
13F-HR |
11/8/2017, 09:34 AM |